Christian Michael Bretz

Employer firm

Newfront Retirement Services, Inc. CRD 167641

$1.04B regulatory AUM 383 advisory clients

Reported services (Item 5G)

• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → Present
  Abd Insurance And Financial Services, Inc.
  San Mateo, CA
• 05/2013 → Present
  Newfront Retirement Services, Inc.
  San Francisco, CA

Previous Registrations

• 2012-07-23 → 2014-12-01
  Financial Telesis Inc
  San Francisco, CA
  San Rafael, CA
  San Mateo, CA
• 2010-01-21 → 2012-07-23
  Wells Fargo Insurance Services Investment Advisors, Inc.
  San Francisco, CA
  Charlotte, NC
• 2005-06-28 → 2009-12-31
  Wells Fargo Insurance Services Investment Advisors, Inc.
  Redwood City, CA
  Redwood City, CA
• 2002-06-14 → 2005-05-20
  Mmc Securities Llc
  San Francisco, CA

Other Businesses

ABD Insurance and Financial Services, Inc. since 07/2012. Insurance Agent. 777 Mariners Island Blvd, Suite 250 San Mateo, CA. Insurance Services. Duties: Sales/Service/Consulting. Less than one hour per month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-06-05
• S63 Uniform Securities Agent State Law Examination
  2001-12-05

Other Names

• Christian Bretz